Risk Based Inspection 580 Deployment
Deploy RBI for the First Time
The following table outlines the steps that you must complete to deploy and configure this module for the first time.
These tasks may be completed by multiple people in your organization. We recommend, however, that the tasks be completed in the order in which they are listed.
Before you begin completing these tasks, review the system requirements for this module to identify the supported features for this module in APM.
| Step | Task | Notes |
|---|---|---|
| 1 | Assign Security Users to one or more of the Security Roles used in RBI. | This step is required. |
| 2 | Assign the following types of RBI users to at least one TM Security Group:
| This step is required only if you are using the integration between the RBI and Thickness Monitoring modules. |
| 3 | Modify the MI_DEGRADATION_MECHANISM_TYPES System Code Table. | This step is required only if you want to create your own Potential Degradation Mechanisms records. |
| 4 | Select the Recommendation Creation Enabled check box in the Global Preferences workspace. | This step is required only if you do not want to create Recommendations in RBI, but want to use the Asset Strategy Management (ASM) module to recommend actions and manage mitigated risk. This check box is selected by default. |
| 5 | Select the Enable Recommendations to be Generated at Created State check box in the Global Preferences workspace. | This step is required only if you want to create RBI Recommendation records while RBI Analysis records are in the Created state. This check box is cleared by default. |
| 6 | Select the Allow Override of Calculated Unmitigated Risk Values check box in the Global Preferences workspace. | This step is required only if you want to override the calculated values of unmitigated risk because you use a custom calculator. This check box is cleared by default. |
| 7 | Select the Consider Half-Life when Determining Inspection Task Interval check box in the Global Preferences workspace. | This step is required only if you want additional values such as half-life to determine the inspection task interval. This check box is cleared by default. |
| 8 | Select the Is a Unit? check box in Functional Location records that represent units in your facility. | This step is required to mark Functional Location records as Process Units. |
| 9 | Using the Belongs to a Unit relationship, link Equipment records to Functional Location records representing units to which that equipment belongs (i.e., the Is a Unit? check box is selected). | This step is optional. |
| 10 | Configure the APM system to generate RBI Recommendation records automatically. | This step is optional. |
| 11 | Create Potential Degradation Mechanisms records. | This step is required only if you want to use additional Potential Degradation Mechanisms records that are not provided in the baseline APM database. |
| 12 | Assign a ranking to all Qualitative Potential Degradation Mechanisms records. | This step is required only if you want the Probability Category field in certain Criticality Degradation Mech Evaluation records to be populated automatically based on this ranking. |
| 13 | Add RBI Component Types to the MI RBI COMPONENT TYPES system code table. | This step is required only if you want to use additional RBI Component type records that are not provided in the baseline APM database. |
Add RBI Component Types
Procedure
- In the System Code section, select
.The Create System Code window appears. - To add existing RBI Component Types to the MI RBI COMPONENT TYPES system code table, perform the following steps:
- Select
, and enter EquipmentTypes.A blank EquipmentTypes datasheet appears. - Enter values in the required boxes, and then select
to save the record.
- Select